See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $298,037 | $59,107+404.2% | $86,436+244.8% | $68,494+335.1% |
| Participation rate | 94.1% | 75.2%+18.9pp | 80.3%+13.8pp | 67.9%+26.2pp |
| Annual return | -16.99% | -0.23%-16.8pp | 4394.89%-4411.9pp | -7.84%-9.2pp |
| Employer contribution / active EE | $4,624 | $2,519+83.6% | $3,769+22.7% | $2,596+78.1% |
| Participant deferral / active EE | $10,674 | $5,901+80.9% | $6,952+53.6% | $4,027+165.1% |
| Admin fee / account holder | $19,615 | $5,637+248.0% | $6,731+191.4% | $5,403+263.0% |